Posts by James Conole

Retirement Planning with an Age Gap

3 Critical Retirement Planning Changes When You Have an Age Gap

Retirement

I Have a $2M Portfolio and I’m Burned Out at Work – When Can I Retire?

Roth Conversion Strategies for Singles

Roth Conversion Strategies for Singles: How Much Should You Convert?

How Does Rental Real Estate Impact Your Retirement Strategy?

How Does Rental Real Estate Impact Your Retirement Strategy?

I'm 51 with $600k. When Can I Retire?

I’m 51 with $600k. When Can I Retire?

Retirement Risks: 7 Traps to Avoid

Retirement Risks: 7 Traps to Avoid

3 Simple Ways to Minimize Taxes in Retirement

3 Simple Ways to Minimize Taxes in Retirement

The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

Can We Still Retire If We Don't Receive the $750k Inheritance We're Expecting?

Can We Still Retire If We Don’t Receive the $750k Inheritance We’re Expecting?

I'm 61 Years Old with $500k. Can I retire?

I’m 61 Years Old with $500k: Can I Retire?

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement